Best Investors Account Sign in

David Michael Logsdon

LPl Financial LLC

Ketchum, ID

Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2026-06-25
TX RA APPROVED_RES 2026-06-23
  • ID RA
    APPROVED
    Since 2026-06-25
  • TX RA
    APPROVED_RES
    Since 2026-06-23

Branch Locations

351 N Leadville Ave Ste 205A, Ketchum, ID 83340 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Hailey ID 01/2011 11/2016
Wells Fargo Clearing Services, Llc Hailey ID 11/2016 06/2026
Lpl Financial Llc Ketchum ID 06/2026 Present
Previous Registrations
  • 2011-01-03 → 2026-06-30
    Hailey, ID
    Ketchum, ID
    Boise, ID
    Shoshone, ID
    Gooding, ID
    Twin Falls, ID
    Twin Falls, ID
  • 2001-05-02 → 2011-01-03
    Wells Fargo Investments, Llc
    Ketchum, ID
    Hailey, ID
    Ketcum, ID
    Boise, ID
Other Businesses

1. 06/2026 - SUMMIT RIDGE FINANCIAL ADVISORS - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/22/2026

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-09-06
S63 Uniform Securities Agent State Law Examination 2000-05-22
  • S65 Uniform Investment Adviser Law Examination
    2000-09-06
  • S63 Uniform Securities Agent State Law Examination
    2000-05-22
Other Names
  • David Michael Logsdon
  • David Logsdon

View on SEC IAPD

More in Ketchum, ID

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor